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C2 Financial Planning LLC
C2 Financial Planning LLC is an SEC-registered investment adviser in Mills River, NC. The firm manages approximately $5,000 in regulatory assets.
Overview
C2 Financial Planning LLC is an SEC-registered investment adviser in Mills River, NC. The firm manages approximately $5,000 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Does C2 Financial Planning LLC operate as a fiduciary?
Yes. As a registered investment advisor, the firm is legally required to act as a fiduciary at all times, ensuring recommendations serve the client's best interest (per SEC regulations).
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